Profit Sharing · DOL Form 5500 · 2024
Caito & Klein Associates Inc Profit Sharing Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 14
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $345,226
- Avg per participant High balance/head
Official DOL plan name: Caito & Klein Associates Inc Profit Sharing Plan · Sponsored by Caito & Klein Associates Inc · California · Professional & Technical Services
$5M in assets, 14 participants
Caito & Klein Associates Inc's Caito & Klein Associates Inc Profit Sharing Plan reported $5M in total assets and 14 participants in its 2024 DOL Form 5500 filing, ranking in the 41st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #7,843 in Professional & Technical Services (20,173 peers)
Caito & Klein Associates Inc multi-year trail
Caito & Klein Associates Inc's plans moved +20.0% in assets from 2022 to 2024; this filing shows Caito & Klein Associates Inc Profit Sharing Plan at $5M / 14 participants.
- #7,843
- in Professional & Technical Services (20,173 peers)
- +4.0%
- assets growth YoY
Caito & Klein Associates Inc Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Caito & Klein Associates Inc Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,833,162 41st percentile higher than 41% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Caito & Klein Associates Inc Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caito & Klein Associates Inc Profit Sharing Plan is a small filing (14 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Caito & Klein Associates Inc Profit Sharing Plan reported net income fell from $620K in the plan year 2023 filing to $187K in the plan year 2024 filing.
- Caito & Klein Associates Inc Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 953744357 · Caito & Klein Associates Inc PY 2024 · Profit Sharing
Caito & Klein Associates Inc Profit Sharing Plan · $5M · 14 · 41st
- TYPE $5M
- TYPE 14
- TYPE 41st
- TYPE Profit Sharing
- TYPE near Garwood Implement & Supply Company Profit Sharing
- TYPE ind #7843
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in California →
Caito & Klein Associates Inc Profit Sharing Plan in the asset neighbourhood
Caito & Klein Associates Inc multi-year asset trail
Sponsor-wide plan assets over time
All Caito & Klein Associates Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 20.046914341337597% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $4M |
| 2023 | 1 | 14 | $5M |
| 2024 | 1 | 14 | $5M |
Caito & Klein Associates Inc filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $187K |
| Employer EIN | 953744357 |
| Plan Effective Date | 1988-12-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Scpmg Keogh Plan $7.9B · 10,749
- Intel Retirement Contribution Plan $7.3B · 19,044
- Motion Picture Industry Individual Account Plan $6.2B · 67,842
- Memorialcare Retirement Plan $1.4B · 4,491
- Disney Retirement Savings Plan $1.4B · 36,338
Caito & Klein Associates Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Garwood Implement & Supply Company Profit Sharing in TX ($5M); by covered participants it is Seaside Amusements, Inc. Profit Sharing Plan in PA (14 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.